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Carlisle, PA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2022-03-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed Inc | Camp Hill | PA | 01/2016 | 07/2017 |
| Various Insurance Carriers For W&R Insurance Agencies | Carlisle | PA | 02/2016 | 07/2017 |
| Women'S Capital Area Networking (Wecan) | Mechanicsburg | PA | 12/2016 | 12/2018 |
| West Shore Young Professionals | Camp Hill | PA | 04/2017 | 11/2018 |
| Roundtop Mountain Resort | Lewisberry | PA | 04/2017 | 08/2019 |
| Penn Mutual Life Insurance | Horsham | PA | 07/2017 | 04/2018 |
| Hornor Townsend & Kent Inc | Horsham | PA | 08/2017 | 01/2021 |
| Providers And Families Wealth Management, Llc | Carlisle | PA | 01/2022 | Present |
| The Exuberant Elephant | Carlisle | PA | 12/2020 | Present |
1) The Exuberant Elephant | Money Coach | 12/2020 - Present | non investment related | 10 hours per week 2) Insurance License | Currently not affiliated with any insurance companies but reserves the right to offer insurance by maintaining the Insurance License.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-05-27 |
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